HoldingsChannel.com
Jag Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Microsoft Corporation 278,166 -8,883 $43,867
     MSFT278,166-8,883$43,867
Adobe Inc 91,633 -801 $30,221
     ADBE91,633-801$30,221
Amazon.com Inc. 15,187 -2,625 $28,063
     AMZN15,187-2,625$28,063
Thermo Fisher Scientific Inc 71,308 +20,738 $23,166
     TMO71,308+20,738$23,166
CoStar Group Inc 37,631 +507 $22,515
     CSGP37,631+507$22,515
Facebook Inc Class A 105,786 +104,612 $21,712
     FB105,786+104,612$21,712
Visa Inc. Class A 112,056 -734 $21,055
     V112,056-734$21,055
Applied Materials Inc. 342,438 -122,295 $20,902
     AMAT342,438-122,295$20,902
Starbucks Corporation 236,514 -2,460 $20,794
     SBUX236,514-2,460$20,794
Nvidia Corp. 87,821 +7,476 $20,665
     NVDA87,821+7,476$20,665
PayPal Hldgs Inc 188,386 -81,305 $20,378
     PYPL188,386-81,305$20,378
Zoetis Inc Cl A 149,753 +35,368 $19,819
     ZTS149,753+35,368$19,819
Lululemon Athletica Inc. 85,533 -47,939 $19,815
     LULU85,533-47,939$19,815
Salesforce.com Inc 117,428 -20,393 $19,099
     CRM117,428-20,393$19,099
Estee Lauder Companies Inc. Class 91,575 -2,178 $18,914
     EL91,575-2,178$18,914
Carlisle Companies Inc 114,944 +19,925 $18,603
     CSL114,944+19,925$18,603
Merck & Co Inc New 191,962 +176,662 $17,459
     MRK191,962+176,662$17,459
Micron Technology Inc. 319,395 +319,395 $17,177
     MU319,395+319,395$17,177
Alphabet Inc Class A 12,772 +12,010 $17,107
     GOOGL12,772+12,010$17,107
IHS Markit Ltd Shs 221,326 -4,637 $16,677
     INFO221,326-4,637$16,677
Idexx Laboratories Corp. 63,237 +677 $16,513
     IDXX63,237+677$16,513
Marvell Technology Group Ltd 616,073 +283,475 $16,363
     MRVL616,073+283,475$16,363
Garmin Ltd. 159,563 -1,931 $15,567
     GRMN159,563-1,931$15,567
Disney Walt Co. 107,476 -1,021 $15,545
     DIS107,476-1,021$15,545
Insulet Corp. 88,139 +24,199 $15,089
     PODD88,139+24,199$15,089
ANSYS Inc 58,083 +58,083 $14,952
     ANSS58,083+58,083$14,952
MasterCard Inc Class A 47,187 -742 $14,090
     MA47,187-742$14,090
Fortune Brands Homes & Sec Inc 211,558 +211,558 $13,824
     FBHS211,558+211,558$13,824
Voya Finl Inc 198,912 +198,912 $12,129
     VOYA198,912+198,912$12,129
Activision Blizzard Inc. 196,608 -3,813 $11,683
     ATVI196,608-3,813$11,683
Chipotle Mexican Grill Inc 13,722 -298 $11,487
     CMG13,722-298$11,487
Apple Inc 38,202 -972 $11,218
     AAPL38,202-972$11,218
Take Two Interactive Software Inc. 87,673 -38,498 $10,734
     TTWO87,673-38,498$10,734
Vulcan Materials Co Hldg Co 68,557 +68,557 $9,871
     VMC68,557+68,557$9,871
Copart Inc 95,819 +95,819 $8,713
     CPRT95,819+95,819$8,713
Intercontinental Exchange Inc. (ICE) 88,026 +71,083 $8,147
     ICE88,026+71,083$8,147
Pulte Homes Inc. 191,131 +191,131 $7,416
     PHM191,131+191,131$7,416
Roper Industries Inc. New Com 18,182 -30,956 $6,441
     ROP18,182-30,956$6,441
S&P Global Inc 21,775 +1,034 $5,946
     SPGI21,775+1,034$5,946
Vertex Pharmaceuticals Inc. 24,774 +24,774 $5,424
     VRTX24,774+24,774$5,424
Live Nation Entmt Inc 75,644 +13,980 $5,406
     LYV75,644+13,980$5,406
Sherwin Williams Co 8,324 -23,481 $4,858
     SHW8,324-23,481$4,858
Edwards Lifesciences Corp. 20,175 +1,200 $4,707
     EW20,175+1,200$4,707
The Trade Desk Inc Class A 16,933 +16,933 $4,399
     TTD16,933+16,933$4,399
Bright Horizons Family 28,934 +1,970 $4,348
     BFAM28,934+1,970$4,348
FleetCor Technologies Inc 14,708 +355 $4,232
     FLT14,708+355$4,232
Leidos Hldgs Inc 43,087 +43,087 $4,218
     LDOS43,087+43,087$4,218
Intuitive Surgical Inc 6,970 -160 $4,120
     ISRG6,970-160$4,120
American Tower REIT 17,157 -34 $3,943
     AMT17,157-34$3,943
Alphabet Inc Class C 2,911 -77 $3,892
     GOOG2,911-77$3,892

See Full List: All Stocks Held By Jag Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Jag Capital Management LLC

Size ($ in 1000's)
At 12/31/2019: $880,853
At 09/30/2019: $828,109

Jag Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jag Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Jag Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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